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This information is unverified and unclaimed information. Claim profile to editThis information is unverified and unclaimed information. Are you Kevin? Claim Your ProfileKevin Robert Tremor is a financial advisor with The Colony Group, LLC. Kevin has been in the financial industry since December 2006. Kevin is licensed in Rhode Island to provide investment advice. The Colony Group is a firm with over 765 clients in total. Kevin has experience working with various client types, including corporations, pension plans, and high-net-worth individuals.
Advisors offer a broad range of advisory services designed to meet the unique needs of individuals, businesses, and investment companies. These services provide professional guidance and personalized strategies to help clients achieve their financial goals.
Comprehensive financial plans to help you achieve your personal and business goals.
Guidance on pension options to ensure a secure financial future.
Seminars designed to boost your financial literacy and investment knowledge.
Helps you choose top advisors aligned with your financial goals.
Custom portfolio management strategies for businesses to achieve long-term growth.
Personalized portfolio management to meet individual financial objectives.
Tax prep. srvcs, dispute resolution srvcs, family office srvcs, bus. mgmt. srvcs, ins. solutions, credit & cash mgmt solutions..
Advisors may be compensated through a variety of fee structures, offering flexibility and transparency. This allows clients to choose the arrangement that best aligns with their financial objectives.
Set rates for specific services, regardless of time or assets managed.
A percentage of the total value of assets under management is charged.
Fees calculated based on the performance of your investments relative to a benchmark.
Rev. sharing w/ frs and on eligible credit & cash mgmt solutions
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MA
07/02/2024 - Present
THE Colony Group, LLC (BOSTON MA)
RI
06/01/2009 - 03/15/2021
MORGAN STANLEY (PROVIDENCE RI)
RI
12/19/2006 - 06/01/2009
CITIGROUP GLOBAL MARKETS INC. (PROVIDENCE RI)
IA
Issued 04/19/2021
Series 65 - Uniform Investment Adviser Law Examination
BC
Issued 01/19/2007
Series 63 - Uniform Securities Agent State Law Examination
BC
Issued 10/01/2018
SIE - Securities Industry Essentials Examination
BC
Issued 12/18/2006
Series 7 - General Securities Representative Examination
Active
Inactive
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